BOURGEON CAPITAL MANAGEMENT LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 425 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$6,755
-2.4%
1470.0%0.00%0.0%
Q2 2023$6,924
+5.0%
1470.0%0.00%0.0%
Q1 2023$6,596
+2.2%
1470.0%0.00%0.0%
Q4 2022$6,456
+7.6%
1470.0%0.00%0.0%
Q3 2022$6,0000.0%1470.0%0.00%0.0%
Q2 2022$6,000
-14.3%
1470.0%0.00%0.0%
Q1 2022$7,000
-12.5%
1470.0%0.00%0.0%
Q4 2021$8,000
+14.3%
1470.0%0.00%
+100.0%
Q3 2021$7,0000.0%1470.0%0.00%
-50.0%
Q2 2021$7,0000.0%1470.0%0.00%0.0%
Q1 2021$7,0001470.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 661,717$31,412,00015.10%
Ascension Capital Advisors, Inc. 347,096$16,477,00010.76%
FundX Investment Group, LLC 463,278$21,992,00010.39%
Fortress Wealth Group, LLC 231,472$10,988,0009.51%
Echo Wealth Management, LLC 146,812$7,160,0008.48%
Eldridge Investment Advisors, Inc. 380,958$18,084,0006.44%
Legacy Capital Wealth Partners, LLC 3,340,126$16,426,0006.42%
Ten Capital Wealth Advisors, LLC 269,714$12,803,0005.99%
AFFINITY WEALTH MANAGEMENT LLC 547,082$26,063,0005.12%
Financial Partners Group, Inc 419,626$19,920,0004.69%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders